Learn more about how to successfully land $60/year clients and provide a killer client experience in our comprehensive course: [ Ссылка ]
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Want to shift your accounting practice away from compliance work and into advisory services? In this recorded webinar, you will learn what it means to be an advisor, what profit-focused accounting means, and how to successfully deliver it to clients as a Virtual CFO. We will walk through how to get started with Virtual CFO service offerings and how to actually deliver the services. You will discover the strategies and techniques necessary to scale your firm and make it more profitable.

Instructors:
• Adam Hale, CPA - COO & Co-Founder at Summit CPA Group
• Jody Grunden, CPA - CEO & Co-Founder at Summit CPA Group

Facilitated by Tom Wadelton, CPA - Virtual CFO at Summit CPA Group

Learning Objectives:
• Gain a better understanding of the role of a Virtual CFO and the value it provides clients
• Learn how to present Virtual CFO services to prospective clients
• Discover what profit-focused accounting means
• Get clarity around how and why you should define your niche
• Learn the proven approach to successful VCFO client meetings – agenda and cadence

• For details on our upcoming webinars, visit: [ Ссылка ]
• Check out our Summit Virtual CFO by Anders website: [ Ссылка ]
• Find out more about the Virtual CFO Playbook Course: [ Ссылка ]

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